IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$28.3M
3
+$20.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.1M
5
PG icon
Procter & Gamble
PG
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Consumer Staples 6.4%
4 Technology 6.08%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3901
– –
0
3902
$0 ﹤0.01%
+5
3903
$0 ﹤0.01%
+2
3904
– –
0
3905
– –
0
3906
$0 ﹤0.01%
+3
3907
$0 ﹤0.01%
+5
3908
$0 ﹤0.01%
+9
3909
$0 ﹤0.01%
+162
3910
$0 ﹤0.01%
+5
3911
$0 ﹤0.01%
+5
3912
$0 ﹤0.01%
+6
3913
$0 ﹤0.01%
+3
3914
$0 ﹤0.01%
+2
3915
– –
0
3916
$0 ﹤0.01%
+10
3917
$0 ﹤0.01%
+2
3918
– –
0
3919
– –
0
3920
$0 ﹤0.01%
+1
3921
$0 ﹤0.01%
+23
3922
$0 ﹤0.01%
+7
3923
$0 ﹤0.01%
+7
3924
$0 ﹤0.01%
+50
3925
$0 ﹤0.01%
+21
155 156
157
158 159